Various actions can be performed on any kind of Project at any point in the Project workflow.
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Edit Project
This function is not designed to edit Parts within the Project, but Project-specific information such as the Title and Administrator.
- Click the Edit Project button.
The Edit Project: box form will display.
- Edit fields as required.
- Click Save.
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Close / Reopen Project
A Project can be closed if all its Parts have been completed (orders received and invoiced), or if the Customer no longer wants to continue with the order(s). A closed Project can be re-opened at any time and will return to the status it had before it was closed.
To close a Project:
- Click the Close Project button.
A confirmation box will display:
- Click Yes.
To re-open a Project:
- Click the Re-open Project button.
A confirmation box will display:
<<need to improve box wording - have raised ticket>>
- Click Yes.
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Copy Project
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Project Summary
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